BLST vs TAXE
Comparison between BLUEMONTE SHORT TERM BOND ETF (BLST, ETF) and T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF (TAXE, ETF).
BLST vs TAXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLST
$156M
Winner
TAXE
$157M
Expense Ratio
Winner
BLST
0.23%
TAXE
0.24%
Max Drawdown
Winner
BLST
2.24%
TAXE
4.70%
Sharpe Ratio
BLST
-0.25
Winner
TAXE
1.50
5Y Beta
BLST
0.05
Winner
TAXE
0.01
BLST vs TAXE - Historical Returns
Returns include dividend reinvestment.
1M
BLST
-0.14%
Winner
TAXE
+0.55%
3M
BLST
-0.59%
Winner
TAXE
+0.19%
6M
BLST
+0.42%
Winner
TAXE
+2.09%
1Y
BLST
+2.95%
Winner
TAXE
+7.22%
Max(CAGR)
BLST
+3.11%
Winner
TAXE
+4.78%
BLST vs TAXE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BLST | TAXE |
|---|---|---|
| 2026 | +0.05% | +1.60% |
| 2025 | +2.88% | +5.68% |
| 2024 | N/A | +1.55% |
BLST vs TAXE Drawdown Comparison
The maximum drawdown for BLST was -1.69%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for TAXE was -3.72%, occurring on Apr 11, 2025. Recovery took 114 trading sessions.
The current BLST drawdown is -1.10%. The current TAXE drawdown is -0.62%.
| Rank | BLST | TAXE |
|---|---|---|
| #1 | -1.69% Feb 27, 2026 - Mar 26, 2026 | -3.72% Feb 28, 2025 - Aug 13, 2025 |
| #2 | -0.54% Oct 27, 2025 - Nov 24, 2025 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -0.50% Jun 30, 2025 - Jul 22, 2025 | -1.94% Dec 6, 2024 - Feb 25, 2025 |
| #4 | -0.45% Sep 16, 2025 - Oct 2, 2025 | -1.88% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -0.35% Nov 26, 2025 - Dec 18, 2025 | -0.64% Aug 2, 2024 - Aug 23, 2024 |
| #6 | -0.32% Jan 14, 2026 - Jan 30, 2026 | -0.50% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -0.26% Aug 13, 2025 - Aug 22, 2025 | -0.32% Aug 23, 2024 - Sep 4, 2024 |
| #8 | -0.22% Aug 4, 2025 - Aug 13, 2025 | -0.29% Jan 15, 2026 - Jan 28, 2026 |
| #9 | -0.21% Jun 24, 2025 - Jun 26, 2025 | -0.25% Nov 11, 2025 - Nov 26, 2025 |
| #10 | -0.18% Jul 29, 2025 - Aug 1, 2025 | -0.24% Aug 27, 2025 - Sep 4, 2025 |
| #11 | -0.18% Jul 22, 2025 - Jul 29, 2025 | -0.21% Nov 26, 2025 - Dec 19, 2025 |
| #12 | -0.16% Dec 29, 2025 - Jan 14, 2026 | -0.21% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -0.16% Oct 2, 2025 - Oct 10, 2025 | -0.20% Feb 26, 2025 - Feb 28, 2025 |
| #14 | -0.16% Dec 18, 2025 - Dec 26, 2025 | -0.17% Jul 18, 2024 - Jul 25, 2024 |
| #15 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -0.12% Sep 17, 2024 - Sep 27, 2024 |
Correlation
Correlation between BLST and TAXE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
BLST vs TAXE dividend yield comparison.
| Year | BLST | TAXE |
|---|---|---|
| 2026 | 1.25% | 1.52% |
| 2025 | 2.11% | 3.46% |
| 2024 | 0.00% | 1.74% |
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